As a small business owner, you wear lots of hats. Let us help you with some of that bookkeeping, accounting, and strategy. From cleaning books to optimizing operations and projects.
Book Initial Consultation
Project Management Professional (PMP)®
Certified Quickbooks Online Advanced ProAdvisor
Building lasting relationships, understanding each client’s business, delivering excellent services, and being proactive about future needs.
Mission
Enable small business owners to focus on growth while we manage the essentials — bookkeeping, accounting, and operational efficiency.
Vision
Build a community of movers, builders, innovators, risk-takers, grinders, and achievers — those who work hard, value family, freedom, and common sense.
Values
Loyalty to clients. Integrity in work. Courage to take on challenges. Excellence in everything we do. Accountability to each other.
We help small and medium businesses stay in control of their bookkeeping. The bottom line is what matters and as a business owner you wear one too many hats - let us help you by taking ownership of this core business function.
We help new businesses setup their bookkeeping and Chart of Accounts in Quickbooks Online.
We take care of the day-to-day stuff - AR/AP management, account reconciliations, GST/HST filings, and everything in-between.
Whether you're a solopreneur or have employees - we got your pay covered, so that you can focus on your business.
Instead of just being data crunchers, we strive to be partners for our small business clients by analyzing your books and providing insights.
Are you X months behind and tax season is approaching? No problem - let us take the headache away.
Fulcrum Point™ Discovery, Intelligence, and War Room services help you isolate your decisive leverage point, build the strategy, and monitor shifts until results land.
Eliminate irrelevant assumptions, emotional biases, and performative narratives to surface the real decision.
Map the system, including actors, constraints, power dynamics, and external forces.
Understand stakeholders' perspectives, incentives, biases, and definitions of success or risk.
Identify the critical insight or leverage point that significantly impacts the decision.
Create a structured course of action.
Brand Identity, Recruitment, Marketing Strategy
Operations, Automation, Manufacturing, Logistics
Industry best practices, tools & techniques, and updates.
Hot takes on hot topics analyzed using the Fulcrum Point™ method; with access to community chat.
Become a founding member and get annual 1-on-1 Fulcrum Point™ Discovery session.
The Fulcrum Point Method™ is a qualitative analysis and decision-making framework that helps leaders solve complex problems by identifying the single most strategic move with the highest impact and least resistance.
We focus on situations with many moving parts and stakeholders—internal misalignment, stalled initiatives, regulatory approvals, public affairs campaigns, or operational bottlenecks that require smart, fast decisions. Need to align government and public audiences to receive funding? Have operational problems due to communication issues or lack of coordination? Creating a new brand identity and want to ensure it will be well-received by your target audience? These are just some examples of questions we can help to answer using the Fulcrum Point Method™.
We don’t run long workshops or hand you a deck (but we certainly can if that is identified within our planning process). We find the one move that makes everything else easier—through systems analysis, stakeholder decoding, and focused execution planning. Our goal is to build trust and relationships, so we will help implement anything we recommend and stay with you from project initiation through execution and beyond.
Yes. Our approach allows us to plug into existing teams. We give you a clear insight + execution map that your staff or agency can immediately act on—aligned with real constraints and leverage points. Or we can manage the implementation of all our recommendations for you.
Founders, senior executives, and public-sector leaders navigating complexity—whether in high-stakes internal decisions, coalition-building, or aligning teams around a single goal.
The Fulcrum Point Method™ is most effective before major plans are finalized. It fits best at the point where leadership knows a decision must be made—but isn’t yet fully clear on what the real problem is, how it’s shaped, or where to focus. We help clarify the problem, surface constraints, and identify the most strategic move—so that the plan you build is aligned with both reality and intent.
